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Name Holding Trade Value Shares
Change
Change in
Stake
SI
651
Schusterman Interests
Oklahoma
$459K – – –
OHWP
652
Oak Harbor Wealth Partners
North Carolina
$458K -$50.5K -342 -9%
GJWM
653
Gilliland Jeter Wealth Management
Arkansas
$455K +$75.9K +514 +18%
PTC
654
Petrus Trust Company
Texas
$454K +$496K +3,361 New
ACS
655
Archford Capital Strategies
Illinois
$454K +$88K +596 +22%
WPC
656
Wedmont Private Capital
Pennsylvania
$453K +$492K +3,334 New
IVP
657
Intrinsic Value Partners
Arizona
$452K – – –
NFSG
658
Newbridge Financial Services Group
Florida
$451K +$107K +722 +28%
Fifth Third Bancorp
659
Fifth Third Bancorp
Ohio
$451K +$42.1K +285 +9%
CI
660
Cigna Investments
Connecticut
$448K +$7.09K +48 +1%
FAIM
661
Financial Advocates Investment Management
Washington
$443K +$66.2K +448 +16%
DA
662
DCF Advisers
Connecticut
$439K +$480K +3,250 New
SI
663
Stephens Inc
Arkansas
$439K +$31.5K +213 +7%
FRA
664
Frank Rimerman Advisors
California
$438K +$136K +924 +40%
CPW
665
Catalyst Private Wealth
California
$436K +$16.4K +111 +4%
CMG
666
Cavalry Management Group
California
$430K +$470K +3,181 New
BPA
667
Beacon Pointe Advisors
California
$428K -$8.86K -60 -2%
RGI
668
River Global Investors
United Kingdom
$423K -$6.2K -42 -1%
MFG
669
Merit Financial Group
Georgia
$421K +$195K +1,319 +73%
SN
670
Sittner & Nelson
Oregon
$421K +$39.9K +270 +9%
AA
671
Ancora Advisors
Ohio
$421K +$292K +1,976 +174%
DWP
672
Daymark Wealth Partners
Ohio
$419K +$23.3K +158 +5%
WSFS
673
Wilmington Savings Fund Society
Delaware
$419K – – –
AWA
674
Alta Wealth Advisors
Massachusetts
$417K -$18.3K -124 -4%
MWM
675
Modern Wealth Management
Kansas
$417K +$455K +3,084 New